…the basis for his assertion is based on the work of Simplify’s Mike Green, who has been warning investors about the dangers of passive investing for many years. In this…
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The Two Sides of Risk | And How to Manage It
We all know risk in investing when we see it. But defining it can be a much bigger challenge. In this episode, we work through the concept of risk from…
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
Private equity, private credit and private real estate have traditionally been areas that are reserved for large investors and institutions. But new fund structures are beginning to change that. The…
Justin & Jack on the The Acquirers Podcast
Justin & Jack join Tobias Carlisle on The Acquirers Podcast | Value After Hours. They discuss the models on Validea, to International investing, Value, factors (value, momentum) and their effectiveness…
Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More
…bonds are sufficient in a portfolio, retirement planning, factor investing, whether an AI driven bubble could be coming. why there wasn’t a #1 rap song in 2023 and a lot…
Show Us Your Portfolio: Katie Stockton
…investing process. We cover Katie’s approach to asset allocation, how she incorporates technical analysis into her strategy, international diversification, the benefits of a financial advisor, her views on leaving money…
The Key Criteria to Look at When Evaluating Active ETFs
…that problem. We walk through the key criteria we look at when evaluating active ETFs from both and investing and financial planning perspective. We also work through some examples to…
As S&P 500 Soars, Diversification Trades Plummet
…0.8%. Looking back on 2023, investors should ask themselves, “‘Why did I even bother to have factor investing or sector-specific investing when had I been in the S&P 500, I…
Investors Are Hunting Quality Instead of Meme Stocks
…might leave them behind, while other analysts believe that investors should use quality stocks to supplement their portfolio, sticking to funds that use many different investing factors, the article concludes….
High Conviction Value Investing with Chris Davis
In this episode, we are privileged to be joined by Chris Davis, Chairman and Portfolio Manager of Davis Advisors. Chris has built an outstanding long-term record as a value investor…